HighMark Wealth Management’s Occidental Petroleum OXY Stock Holding History

HighMark Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.39K	Buy	83 +70	+538%	+$3.52K	﹤0.01%	368
2025 Q4	$519	Hold	13	–	–	﹤0.01%	536
2025 Q3	$594	Hold	13	–	–	﹤0.01%	551
2025 Q2	$525	Buy	13 +1	+8%	+$42	﹤0.01%	560
2025 Q1	$613	Hold	12	–	–	﹤0.01%	512
2024 Q4	$612	Hold	12	–	–	﹤0.01%	522
2024 Q3	$635	Hold	12	–	–	﹤0.01%	538
2024 Q2	$774	Hold	12	–	–	﹤0.01%	517
2024 Q1	$796	Hold	12	–	–	﹤0.01%	512
2023 Q4	$729	Hold	12	–	–	﹤0.01%	524
2023 Q3	$790	Hold	12	–	–	﹤0.01%	514
2023 Q2	$714	Buy	+12	New	+$720	﹤0.01%	517

Other funds holding OXY

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return